If you are setting up a sales order and expect to create a Dispatch (Goods Out) record but the Dispatch option is not visible, there are two specific preconditions that must be met. These are in addition to any general user/admin permissions or document type/status checks.

1. Stock must be enabled in Settings

BrightBooks will only show Dispatch (Goods Out) options when stock control is turned on for the business.

1. Go to Settings → Stock.
2. Confirm that Stock is enabled for the business:
   • The stock module should be switched on / active.
   • Any required stock configuration (locations, products, etc.) should be set up as needed.
3. If Stock is not enabled, turn it on and save your changes.

Without Stock enabled under Settings → Stock, the system will not offer Dispatch / Goods Out options from orders, regardless of user permissions or document status.

2. User must have “create goods out” permission

Even when Stock is enabled, the Dispatch option will only appear for users who have the correct Goods Out permission.

1. Go to Settings → User → Permissions (or the equivalent user/role permissions screen).
2. Locate the permission related to Goods Out / Dispatch (often labelled “create goods out” or similar).
3. Ensure the user (or their role/profile) has the create goods out permission enabled.
4. Save the permission changes and have the user log out and back in if necessary.

If the user does not have the “create goods out” permission, they will not see the Dispatch option, even if Stock is enabled and the order is otherwise valid.

If Dispatch is still not appearing after confirming both:

• Stock is enabled under Settings → Stock, and
• The user has the “create goods out” permission under Settings → User → Permissions,